UNRIVALED PERFORMANCE

ZYX ALLOCATION

2007 TO PRESENT
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Asset allocation model low risk return

Low Risk Model Portfolio Return for the period

 1125.07%

S&P 500 return for the period

63.36%

Portfolio return in excess of S&P 500

1061.71%

Credit Suisse Hedge Fund Index

return for the period

27.40%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

1097.67%

2007 TO PRESENT
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Asset allocation model lower risk retuernLower Risk Model Portfolio Return for the period

851.31%

S&P 500 return for the period

63.36%

Portfolio return in excess of S&P 500

787.95%

Credit Suisse Hedge Fund Index

 return for the period

27.40%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

 823.91%

 

2016
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

56.93%

S&P 500 return for the period

9.64%

Portfolio return in excess of S&P 500

47.29%

Credit Suisse Hedge Fund Index

return for the period

1.25%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

55.68%

  

 

2015
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

32.97%

S&P 500 return for the period

-0.81%

Portfolio return in excess of S&P 500

33.78%

Credit Suisse Hedge Fund Index

return for the period

-0.71%%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

33.68%

  

 

2016
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

47.35%

S&P 500 return for the period

9.64%

Portfolio return in excess of S&P

37.71%

Credit Suisse Hedge Fund Index

return for the period

1.25%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

46.10%

 

 

2015
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

22.73%

S&P 500 return for the period

-0.81%

Portfolio return in excess of S&P

23.54%

Credit Suisse Hedge Fund Index

return for the period

-0.71%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

23.44%

 

 

2014
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

16.68%

S&P 500 return for the period

11.29%

Portfolio return in excess of S&P 500

5.39%

Credit Suisse Hedge Fund Index

return for the period

4.13%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

12.55%

 During this period, on the average 34.33% of the portfolio was in cash to reduce risk. If on the average 100% of the portfolio was invested, the return would have been 25.40%.

 

2014
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

13.20%

S&P 500 return for the period

11.29%

Portfolio return in excess of S&P

500 1.91%

Credit Suisse Hedge Fund Index

return for the period

4.13%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

9.07%

During this period, on the average 43.28 % of the portfolio was in cash to reduce risk. If on the average 100% of the portfolio was invested, the return would have been 23.27%.

2013
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

24.10%

S&P 500 return for the period

29.60%

Portfolio return in excess of S&P 500

-5.50%

 Credit Suisse Hedge Fund Index

return for the period

8.43%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

15.67%

 

 

2013
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

19.79%

S&P 500 return for the period

29.60%

Portfolio return in excess of S&P 500

-9.81%

 Credit Suisse Hedge Fund Index

return for the period

8.43%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

11.36%

 

 

2012
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

13.66%

S&P 500 return for the period

13.47%

Portfolio return in excess of S&P 500

0.19%

 Credit Suisse Hedge Fund Index

return for the period

7.67%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

5.99%

This service is for conservative investors who give precedence to return of capital over return on capital.  During  this period, due to the high risks posed by the European debt crisis, slowing growth in China, the U. S. elections and the U. S. fiscal cliff, on the average 49.28% of the portfolio was in cash.  In other words, the return was achieved by investing only 50.72% of the portfolio in ETFs.

 

 

2012
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

8.48%

S&P 500 return for the period

13.47%

Portfolio return in excess of S&P 500

-4.99%

  Credit Suisse Hedge Fund Index

return for the period

7.67%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

0.81%

This service is for conservative investors who give precedence to return of capital over return on capital.  During this period, due to the high risks posed by the European debt crisis, slowing growth in China, the U. S. elections and the U. S. fiscal cliff, on the average 70.54% of the portfolio was in cash.  In other words, the return was achieved by investing only 29.46% of the portfolio in ETFs.

 

 

2011
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

17.48%

S&P 500 return for the period

-0.20%

Portfolio return in excess of S&P 500

17.68%

Credit Suisse Hedge Fund Index

return for the period

-2.52%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

20.00%

 

 

2011
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

22.35%

S&P 500 return for the period

-0.20%

Portfolio return in excess of S&P 500

22.55%

 Credit Suisse Hedge Fund Index

return for the period

-2.52%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

24.87%

 

 

2010
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

37.82%

S&P 500 return for the period

12.84%

Portfolio return in excess of S&P 500

24.98%

 Credit Suisse Hedge Fund Index

return for the period

10.95%

Portfolio return in excess of

Dow Jones CSC Hedge Fund Index

26.87%

 

 

2010
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

33.81%

S&P 500 return for the period

12.84%

Portfolio return in excess of S&P 500

20.97%

 Credit Suisse Hedge Fund Index

return for the period

10.95%

Portfolio return in excess of

Dow Jones CSC Hedge Fund Index

22.86%

 

 

2009
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

48.36%

S&P 500 return for the period

23.50%

Portfolio return in excess of S&P 500

24.86%

 Credit Suisse Hedge Fund Index

return for the period

18.57%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

29.79%

 

 

2009
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

47.26%

S&P 500 return for the period

23.50%

Portfolio return in excess of S&P 500

23.76%

 Credit Suisse Hedge Fund Index

return for the period

18.57%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

28.69%

 

 

2008
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

45.90%

S&P 500 return for the period

-36.10%

Portfolio return in excess of S&P 500

82.00%

 Credit Suisse Hedge Fund Index

return for the period

-19.07%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

64.97%

 

 

2008
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

42.90%

S&P 500 return for the period

-36.10

Portfolio return in excess of S&P 500

79.00%

 Credit Suisse Hedge Fund Index

return for the period

-19.07%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

61.97%

 

 

2007
LOW RISK PORTFOLIO
85% OF THE RISK OF THE MARKETS

Low Risk Model Portfolio Return for the period

4.30%

S&P 500 return for the period

3.30%

Portfolio return in excess of S&P 500

1.00%

 Credit Suisse Hedge Fund Index

return for the period

2.39%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

1.91%

 

 

2007
LOWER RISK PORTFOLIO
50% OF THE RISK OF THE MARKETS

Lower Risk Model Portfolio Return for the period

4.20%

S&P 500 return for the period

3.30%

Portfolio return in excess of S&P 500

0.90%

 Credit Suisse Hedge Fund Index

return for the period

2.39%

Portfolio return in excess of

Credit Suisse Hedge Fund Index

1.81%

 

 

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